M&A - Mergers &
Acquisitions
M&A - Mergers &
Acquisitions
Mergers and acquisitions ("M&A"), offer enormous opportunities but they also present massive logistical challenges. The existence of a large number of shareholders and ESOP beneficiaries can make the collection and execution of transaction documentation a labor-intensive task. A transaction involving multi-national companies or between an Israeli entity and a foreign one adds additional layers of complexity to the required documentation, disclosures and tax withholdings. On completion of the transaction, transfers of funds have to be timed exactly so as to be in accordance with: transaction terms, escrow agreements, individual employment contracts and ESOP grant terms, tax regulations and more. Simultaneously, taxes need to be precisely calculated, withheld and submitted complete with proper documentation. And all of this needs to be done in close coordination with the multiple law firms, accounting firms, bankers, other advisors and the entities themselves, all of whom are involved in the M&A process.
Phoenix ESOP is your One Stop Shop solution for M&A Paying and Escrow Agent and Israel Tax Withholding Agent and related services. Our services are backed by our experienced team including lawyers, tax accountants, economists and financial analysts.
Our services include the following:
Our services include the following:
Existing Equity Incentive programs are frequently terminated and existing grants cashed out as part of the M&A process. Supporting services for this process are designed for each M&A client based on its existing equity incentive plan arrangements, existing grant types, the location of beneficiaries, the nature of the transaction and other relevant factors, all with a view of preserving preferred tax status for beneficiaries.
Our services include the following:
Tel: +972-3-5757088
Fax: 972-3-7602636
Email:
Esop-Helpdesk@esop.co.il
SERVICE CENTER (trading days only), Israel Time:
Sun. : 09:00 - 16:00
Mon. – Thu. : 09:00 - 17:30,
Support for trade abroad 16:30 - 23:00
Fri. : Support for trade abroad 12:00 - 23:00
Customer service:
1-700-70-3767
+972-3-7536823 (Dial in from abroad)